Webinar Details
Course Description

Are your reconciliations doing their job each month?  Have your reconciliations been defeated by the hustle and bustle of month-end close?  Have they been relegated to pretty much an administrative paperwork exercise?  

This is your opportunity to avenge them. Restore your reconciliation process to its former glory so that it can do what it does best -- catch errors and detect fraud!  

Join us for this one hour webinar as we discuss the following:

  • What are the most areas of breakdown when it comes to the reconciliation process?
  • What are the elements of a strong reconciliation process?
  • How to leverage your reconciliations to strengthen balance sheet health?
  • How to do better reconciliations in less time?
Learning Objectives
  • Identify how to fix issues within your current month-end reconciliation process
  • Recognize how to leverage your reconciliations to strengthen balance sheet health
  • None
Who Should Attend

CPAs, finance, and accounting professionals who work with reconciliations. 

Advanced Preparation


Presenter Details
  • Nancy Wu
    • Head of Sales and Customer Success

    Nancy Wu has spent most of her career working in consulting and auditing various accounting departments’ financial close processes for public and private organizations ($200 Million to $4 Billion).

    Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around the balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of sign-ups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top.

    Ms. Wu currently leads sales and customer... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Thursday, April 18, 2024

2:00 PM EDT (see additional timezones)

  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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